Valley National Advisers’s Vanguard Total International Bond ETF BNDX Stock Holding History

Valley National Advisers’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-33	Closed	-$1K	–	894
2022 Q4	$1K	Hold	33	–	–	﹤0.01%	769
2022 Q3	$2K	Sell	33 -133	-80%	-$6.61K	﹤0.01%	771
2022 Q2	$8K	Sell	166 -642	-79%	-$32.4K	﹤0.01%	595
2022 Q1	$42K	Hold	808	–	–	0.01%	402
2021 Q4	$45K	Sell	808 -842	-51%	-$47.8K	0.01%	375
2021 Q3	$94K	Hold	1,650	–	–	0.02%	282
2021 Q2	$94K	Buy	1,650 +1,166	+241%	+$66.5K	0.02%	287
2021 Q1	$28K	Sell	484 -183	-27%	-$10.6K	0.01%	399
2020 Q4	$39K	Sell	667 -22	-3%	-$1.28K	0.01%	342
2020 Q3	$40K	Hold	689	–	–	0.01%	304
2020 Q2	$40K	Hold	689	–	–	0.01%	312
2020 Q1	$39K	Buy	+689	New	+$39.4K	0.01%	308

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Valley National Advisers's BNDX Position: Q1 2023 in Review

Valley National Advisers sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2023, closing a stake of 33 shares — an estimated $1K sold.

Valley National Advisers first reported a position in BNDX in Q1 2020 and held it in 12 quarters. The position peaked at $94K in Q3 2021. 731 funds tracked by Wall St. Rank hold BNDX as of Q1 2023.

Valley National Advisers reported no remaining Vanguard Total International Bond ETF position as of Q1 2023 after selling out during the quarter.
Valley National Advisers sold 33 Vanguard Total International Bond ETF shares in Q1 2023, an estimated $1K.
Valley National Advisers first reported a position in Vanguard Total International Bond ETF in Q1 2020 and held it in 12 quarters.
Valley National Advisers's Vanguard Total International Bond ETF position peaked at $94K in Q3 2021.
731 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.